Debra Rae Schilling

Current Employers

Employment History

• 08/2012 → Present
  Waddell & Reed, Inc
  Fort Collins, CO
• 08/2012 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Windsor, CO
• 05/2015 → 03/2019
  Team Schilling
  Fort Collins, CO
• 07/2021 → Present
  Lpl Financial Llc
  Fort Collins, CO

Previous Registrations

• 2012-08-17 → 2021-07-21
  Waddell & Reed
  Ft. Collins, CO
  Las Vegas, NV
  Fort Collins, CO
• 2008-01-01 → 2012-08-20
  Wells Fargo Clearing Services, Llc
  Fort Collins, CO
• 2005-08-09 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Fort Collins, CO
  Fort Collins, CO
  St. Louis, MO

Other Businesses

1) 07/13/2021 - Choice City Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 2017 2) 07/13/2021 - Non-Variable Insurance - Agent - Inv Rel - At Reported Business Location(s) - Start: 07/2021 3) 07/13/2021 - Choice City Group Inc - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 2017 4) 04/25/2024 - Streamlined Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/04/2024 - 160 Hours Per Month/ 160 Hours During Trading 5) 08/16/2024 - Schilling Investment Partners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 08/05/2024 - 200 Hours Per Month/ 7 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2005-08-08
• S63 Uniform Securities Agent State Law Examination
  1985-03-27

Other Names

• Debbie Schilling
• Debra Rae Schilling
• Debra S Riedel
• Debbie R Schilling
• Debra R Schilling